|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$367M
|
-$39.9M
|
-882,660
|
-10%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$270M
|
+$32.2M
|
+711,754
|
+14%
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$119M
|
+$82.5M
|
+1,823,384
|
+248%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$98.9M
|
-$2.73M
|
-60,440
|
-3%
|
|
|
5
|
|
$97M
|
-$10.8M
|
-239,461
|
-10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$90.3M
|
+$9.78M
|
+216,253
|
+13%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$72.6M
|
+$1.61M
|
+35,566
|
+2%
|
|
|
8
|
|
$53.9M
|
-$7.02M
|
-155,225
|
-12%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$53.8M
|
+$5.49M
|
+121,439
|
+12%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$50.4M
|
-$25.5M
|
-563,671
|
-34%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$35.4M
|
+$6.92M
|
+152,867
|
+25%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$34.5M
|
-$13.9M
|
-307,458
|
-29%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$31.6M
|
-$6.08M
|
-134,382
|
-17%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$27.8M
|
-$164K
|
-3,629
|
-0.6%
|
|
|
15
|
Chilton Capital Management
Houston,
Texas
|
$22.3M
|
+$13.5M
|
+299,250
|
+168%
|
|
|
16
|
Bank of New York Mellon
New York
|
$19.6M
|
+$2.23M
|
+49,218
|
+13%
|
|
|
17
|
Ballentine Partners
Waltham,
Massachusetts
|
$18.8M
|
-$2.2M
|
-48,544
|
-11%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.1M
|
-$167K
|
-3,685
|
-0.9%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$16.1M
|
+$993K
|
+21,955
|
+7%
|
|
|
20
|
|
$15.6M
|
-$5.2M
|
-115,000
|
-26%
|
|
|
21
|
Marotta Asset Management
Charlottesville,
Virginia
|
$13.3M
|
+$3.83M
|
+84,567
|
+42%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.2M
|
+$11.7M
|
+259,601
|
+1,069%
|
|
|
23
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$12.8M
|
+$6.59M
|
+145,736
|
+114%
|
|
|
24
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$12.3M
|
-$1.92M
|
-42,471
|
-14%
|
|
|
25
|
VOYA Investment Management
Atlanta,
Georgia
|
$12.1M
|
-$70.6M
|
-1,560,937
|
-86%
|
|
